Personal Wealth Management
A first-of-its-kind holistic wealth management team, combining high-touch service with innovative technology partnering with business owners and professionals.
Our Personalized Approach
Going beyond the traditional wealth management experience, we guide business owners and professionals towards complete financial clarity: with actionable insights, a deep understanding of impactful financial strategies, and unique tax minimization structures.
Client Focus
Entrepreneurs & Small Business Owners|Corporate Executives
Areas Of Expertise
Goal Alignment|Tax Strategies|Equity Compensation|Retirement Planning|Estate Planning
Locations Served
Nevada ||Texas
About Us
With nearly 30 years of experience in financial planning for high-net-worth clients and their companies, Rob previously served as the Nevada Head of Office for Goldman Sachs Personal Financial Management. He brings fiduciary solutions to complex problems, with careful implementation and diligent monitoring, enabling his clients to achieve their financial goals with peace of mind.
Now, Rob leads Personal Wealth Management, and together we provide transformative wealth management and clarity you can count on. Make smart financial decisions with confidence by leveraging human expertise and judgment infused with cutting-edge technology, dramatically improving the wealth management experience. Here are some ways we can help:
Business planning: Accurately assess company value, enhance operational efficiency, develop an exit plan, and maximize value through a smooth transition.
Tax minimization: Tailored tax minimization strategies and tax-efficient income streams, ensuring your business maximizes savings while staying compliant with regulations.
Employee retention: Tailor unique benefits, create growth opportunities, and optimize compensation structures for stronger retention and sustained business success
Custom portfolio: Meticulously designed investment portfolios optimized for returns and tailored to unique financial goals and risk tolerance preferences
Fiduciary consulting: Ensuring responsible and transparent financial management, guiding clients with their best interests in mind, from investment oversight to prudent planning.
Our Guiding Principles
Value-oriented
Our approach focuses on delivering maximum value to our clients through personalized solutions that align with their aspirations, unique circumstances, and financial goals.
Informed
Being informed means being prepared. We equip ourselves with the knowledge and insights needed to navigate complex financial landscapes, allowing us to guide our clients towards informed decisions and long-term success.
Disciplined
We take a disciplined approach to personal wealth management, carefully considering “what if” scenarios and preparing strategies to address each one, ensuring resilience in the face of changing circumstances.
Accountable
Accountability is paramount. As fiduciaries, we pride ourselves on transparent communication and unbiased advice serves our clients’ best interests.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity